KEDI US AI Software Index

Adobe is estimated to report FY2026 third-quarter results on September 10, 2026, with company revenue guidance of $6.67 billion to $6.72 billion.

ServiceNow is scheduled to host its World Forum New York at the Javits Center, featuring a keynote and sessions on the AI Control Tower, AI specialists, and workflow data capabilities.

Salesforce is expected to report Q2 FY27 results on September 2, 2026, providing the next test of its $11.27 billion-$11.35 billion quarterly revenue outlook.

CrowdStrike is scheduled to host its Day Zero Threat Research Summit from August 30 to September 1 and Fal.Con 2026 in Las Vegas from August 31 to September 3.

Snowflake is estimated to report second-quarter fiscal 2027 results on August 26, 2026.

Nebius scheduled its 2026 Annual General Meeting for August 25, including proposals to authorize up to 20% Class A share issuance and the exclusion of pre-emption rights for five years.

Third-party earnings calendars list Palo Alto Networks as scheduled to report fiscal Q4 2026 financial results on August 17, 2026.

Nebius Group is estimated to report its Q2 2026 results on August 6, 2026, subject to company confirmation.

Cloudflare is scheduled to report financial results for the quarter ended June 30, 2026 after the U.S. market closes on August 6, 2026.

Datadog is scheduled to report second-quarter fiscal 2026 financial results before U.S. markets open on August 6, 2026.

AppLovin is scheduled to release second-quarter 2026 financial results after the U.S. market closes on August 5, 2026.

Palantir is scheduled to release results for the quarter ended June 30, 2026 after the U.S. market close on August 3, 2026.

Corina Cacovean is scheduled to become AppLovin's Chief Legal Officer on August 1, 2026, when Chief Administrative and Legal Officer Victoria Valenzuela retires.

Fortinet is scheduled to release second-quarter 2026 financial results after market close on July 29, 2026, followed by a 4:30 p.m. EDT conference call.

Microsoft is scheduled to publish fiscal 2026 fourth-quarter financial results after market close on July 29, 2026.

Microsoft launched Halo: Campaign Evolved globally on July 28, 2026, including availability through Xbox Game Pass Ultimate and PC Game Pass.

Nebius detailed a phased 1.2 GW Pennsylvania AI-factory campus, targeting 260 MW of initial capacity by October 2027.

CrowdStrike joined NVIDIA’s inaugural Open Secure AI Alliance to advance open technologies, research and collective defense for AI safety and security.

SAP launched the second tranche of its up-to-€10 billion share buyback program, authorizing up to €2.6 billion of market purchases through January 27, 2027.

The Defense Intelligence Agency withdrew its ASTRA military-intelligence-system solicitation following Palantir USG’s pre-award protest.

Cato Networks announced generally available integrations between its SASE Platform and CrowdStrike Falcon to unify network and endpoint security operations.

The U.S. Department of War awarded Oracle an enterprise software agreement valued at nearly $7 billion over up to 10 years to consolidate its on-premises Oracle software procurement.

SAP reported Q2 2026 results, with current cloud backlog up 26% at constant currencies and its non-IFRS operating-profit outlook reduced by €0.1 billion to reflect July acquisitions.

ServiceNow and TeamViewer announced a multi-year partnership to integrate TeamViewer endpoint capabilities with the ServiceNow AI Platform for autonomous IT workflows.

CrowdStrike and Cerebras announced a strategic partnership to power Falcon AI Detection and Response with Cerebras inference and secure Cerebras with Falcon.

Microsoft committed $60 million to the U.S. Department of Energy's Genesis Mission and launched its SPARK program office to coordinate AI-for-science support.

ServiceNow reported second-quarter 2026 results that exceeded revenue and adjusted-profit estimates and raised its full-year subscription-revenue outlook.

Morgan Stanley downgraded Adobe to Underweight from Equalweight and reduced its price target to $240 from $365.

Jefferies downgraded Datadog to Hold from Buy while raising its price target to $280 from $210, citing valuation after the shares' 94% year-to-date rally.

Fortinet and Intel announced a collaboration on July 21, 2026 to develop Fortinet Security Processor 6 (SP6), with Fortinet becoming Intel’s first publicly named cybersecurity silicon customer.

Microsoft and Mistral expanded their strategic partnership through a multibillion-dollar agreement for European AI infrastructure capacity and wider deployment of Mistral models across Microsoft products.

Wisconsin regulators declined to reconsider financial-support rules that could require Oracle to secure more than $7 billion of collateral for power infrastructure serving its Port Washington Lighthouse data-center campus.

Palo Alto Networks introduced Synthetics, a digital-experience-monitoring capability that proactively validates application availability and performance from global locations.

Palo Alto Networks expects its proposed acquisition of Embrace to close in fiscal Q1 2027, subject to customary closing conditions.

Morgan Stanley analyst Adam Wood downgraded Salesforce to Equalweight from Overweight and cut the price target to $185 from $287, citing a gap between AI momentum and weakening subscription-revenue growth.